Wagga Wealth
What customers say
Based on genuine customer reviews
Wagga Wagga clients of Wagga Wealth describe the practice through the work of Teisha, whose understanding of individual circumstances and readiness to make herself available are recurring themes in feedback. The couple Therese and Hans credit her with guiding their transition into retirement, providing retirement planning recommendations and consolidating their superannuation by moving funds from separate schemes into one well-performing super fund.
Accounts note that each stage was explained clearly before any changes were made, with the same care shown across the process. Teisha's professionalism and kindness are repeatedly mentioned as reasons the experience felt stress-free, and her explanations are described as straightforward, helping clients follow the advice given. The practice operates from Travers Street in Wagga Wagga, with appointments available on weekdays.
Reviews
Reviews are taken from publicly available sources.
My wife and I (Therese and Hans) have trusted Ms. Teisha Butt of Wagga Wealth with our financial planning needs in order to smoothly transit into a comfortable retirement phase. Teisha has clearly explained and provided valuable retirement planning recommendations. She helped us update and consolidate our superannuation by initially transferring our money from different existing schemes into a common well performing super fund. For each of us, she then set up our super income accounts, from which we would gain payment each year. Teisha additionally helped us apply for, and gain, our Australian Government pensions. In all her dealings with us, Teisha was always willing to listen to our comments and queries. She had a quick response when contacted by email or message, which we found very reassuring. In addition to competence in her field, her friendly and caring personality provide a sense of trust in her clients. We consider her 5-star, and strongly recommend Teisha and Wagga Wealth with financial planning.
I had an exceptional experience with Teisha at Wagga Wealth. She was incredibly understanding of my situation, always made herself available, and genuinely cared about helping me achieve my goals. Her kindness and professionalism made the entire process stress-free. I highly recommend her services to anyone seeking a financial planner who truly listens and cares.
Financial advisers & planners in Wagga Wagga compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Wagga Wagga are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Wagga Wealth (this page) | ★ 5,0 | 2 | No |
| 2 | Flynn Sprake Financial Planning | ★ 5,0 | 10 | No |
| 3 | Country Financial Planning | ★ 5,0 | 4 | No |
| 4 | Blue Ribbon Financial Services | ★ 5,0 | 3 | No |
| 5 | Navigate Advisors | ★ 5,0 | 20 | No |